Edward J. Destefano
Professional summary
Edward Joseph Destefano, who also goes by Edward J Destefano Jr, Edward Destefano, is a registered financial professional currently at FORTUNE FINANCIAL SERVICES, INC. located in Buzzards Bay, Massachusetts.
Edward is registered as a RR (Registered Representative) and started their career in finance in 2008. Edward has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Edward Joseph Destefano's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 10, 2018 - Present
FORTUNE FINANCIAL SERVICES, INC.
October 28, 2016 - October 10, 2018
FORESTERS EQUITY SERVICES, INC.
April 5, 2012 - October 26, 2016
SIGNATOR INVESTORS, INC.
February 20, 2008 - April 27, 2012
NYLIFE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/13/2024)
(10/10/2018)
(10/10/2018)
(1/10/2024)
(10/10/2018)
(1/3/2024)
Exams
FINRA
Current Firm
FORTUNE FINANCIAL SERVICES, INC.
CRD#: 42150 / SEC#: , 8-49727
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| DANIELS, BLAKE WILLIAM | CHAIRMAN OF THE BOARD; SECRETARY;TREASURER;CFO | 1285106 |
| DANIELS, BRIAN LEE | OWNER | 1213561 |
| BENTLEY, GREGORY JOHN | PRESIDENT, CHIEF EXECUTIVE OFFICER | 705379 |
| PINTARIC, WILLIAM RICHARD JR | CHIEF COMPLIANCE OFFICER | |
| WHITENACK, MITCH LEE | CHIEF OPERATIONS OFFICER, FINOP, PFO, POO | 4794021 |
Disclosures
| Regulatory Event | 4 |
Red Flags
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